Filed October 9, 1992 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $90,982 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $53,615 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $23,000 |
MCCARTER & ENGLISH10+ years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $11,445 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,543 | $113,293+39.1% | $67,502+133.4% | $199,593-21.1% |
| Participation rate | 77.1% | 73.3%+3.7pp | 72.9%+4.2pp | 72.0%+5.1pp |
| Annual return | 14.47% | 15.88%-1.4pp | 3512.12%-3497.7pp | 34.25%-19.8pp |
| Employer contribution / active EE | $2,175 | $3,401-36.0% | $2,731-20.3% | $3,034-28.3% |
| Participant deferral / active EE | $7,548 | $4,159+81.5% | $4,000+88.7% | $5,087+48.4% |
| Admin fee / account holder | $29 | $103-71.7% | $3,998-99.3% | $269-89.2% |